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2nd Quarter 2025: From Shock to Strength

From Shock to Strength

Last quarter was nothing if not exciting. April opened with what market historians may someday call the Tariff Tantrum of 2025. On April 2, President Trump announced sweeping “reciprocal” duties that – at first blush – appeared large enough to upend global supply chains. Markets recoiled from this shocking announcement, knocking the S&P 500 down more than 10 percent in the next four trading days as recession fears spiked. Yet by June 30, the same S&P 500 had reversed its early April losses to close at a new all time high. We think there were three main catalysts that powered this round-trip for the market.

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Nitrogen is a client-engagement and advisor platform built to bring clarity, quantification, and alignment to risk tolerance and portfolio construction. It uses a proprietary system that simplifies risk into a single, objective metric — the Risk Number® — allowing advisors and clients to speak the same language about risk, rather than relying on vague, subjective labels like “moderate” or “aggressive.”

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